BTAL vs IJS

ABTAL

BIJS

Measures won1–5IJS wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · IJS $13,664

Lowest cost0.18%IJS · $18 on $10k

Most income2.63%BTAL · $263 on $10k

Smallest drop−9.3%IJS · worst fall in 1Y

Held in common2.2%BTAL and IJS

BTAL

IJS

AGF U.S. Market Neutral Anti-Beta Fund · $333MiShares S&P Small-Cap 600 Value ETF · $7.8B

−10.1%3 years · per year$7,274 · $16,426+18.0%

−1.6%5 years · per year$9,246 · $13,664+6.4%

1.53%Expense ratio$153 · $18 on $10k · lower wins0.18%

2.63%12-mo yield$263 · $142 on $10k1.42%

−29.2%Worst dropSmaller wins−9.3%

24.3%VolatilityLower wins16.3%

1–5IJS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBTAL · IJS

5.1%EPAM0.8%

4.2%TAP0.7%

4.6%CE0.5%

4.3%SPSC0.1%

Held in common2.2%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B
3	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk	1.53%	2.63%	+4.1%	−5.4%	−7.9%	−10.1%	−1.6%	−29.2%	$333M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B
3	ABTAL	AGF U.S. Market Neutral Anti-Beta FundRead Desk	1.53%	2.63%	+4.1%	−5.4%	−7.9%	−10.1%	−1.6%	−29.2%	$333M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BTAL vs IJS

BTAL

AGF U.S. Market Neutral Anti-Beta Fund

$9,246

IJS

iShares S&P Small-Cap 600 Value

$13,664

MeasureBTALIJS

Fee1.53%0.18%

Cost on $10k a year$153$18

Yield2.63%1.42%

5 years, per year−1.6%+6.4%

3 years, per year−10.1%+18.0%

Worst drop · 1Y−29.2%−9.3%

Volatility · 1Y24.3%16.3%

5–1measures won
IJS first

2.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: BTAL, IJS, IWF

Today

5.2%most shared, BTAL and IWF

BTALIJSIWF

BTAL—2.2%5.2%

IJS2.2%—0.0%

IWF5.2%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$124most kept, IJS

IJS$142 − $18 = $124

BTAL$263 − $153 = $110

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee